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  • 1,150 Topics
  • 12 Replies
1150 Topics
T
Newcomer
TsumiNewcomer
asked in General
NetSuite Integration Custom Buttom with Code

Hi, I have a question, In the custom button with code in NetSuite. Is it possible to get the values of a record ( like name, address etc) in the script? I tried to use record.load but it does not work since it is not a SuiteScript.

341
T
Newcomer
M
Newcomer
mmaurerNewcomer
asked in Salesforce/Apex Toolkit
Is data replication possible for envelope fields set up through Apex?

My company uses our DocuSign integration to send varying amounts of documents in each envelope, and we are adding an optional field that needs to be on each page, but will always be the same value throughout the envelope if the recipient does choose to fill it in. I’ve seen that data replication is possible for fields using the API, but haven’t found any references or instructions specifically related to the Apex toolkit.Can the Apex toolkit set multiple fields to replicate the data of any one that is filled in by the recipient?

532
M
Newcomer
J
Newcomer
Jean_suiteopNewcomer
asked in eSignature API
Envelope update

I want to be able to update email of an envelope and resend in case where invalid or wrong email is inputted by the user.I am using this endpoint:(PUT) [base_path]/restapi/v2.1/accounts/[accountId]/envelopes/[envelopeId]/recipients?resend_envelope=trueAnd this parameter: {  "signers": [    {      "email": "<email>",      "name": "<full_name>",      "roleName": "<roleName>",      "recipientId": "<recipientId>"    }  ]}After sending it, the email is modified and they receive the document to sign, but the position to sign disappears, how do i rectify this, i want the updated envelope to come with the signer tab. Also when i change the email from an existing email that was sent to the document, the older email still has access to the document, i also want their access to be nullified. Thanks

951
B
Docusign Employee
J
Newcomer
joaponceNewcomer
asked in eSignature API
The information in docusign is blurry

When I sent documents via API to docusign, my users see the information blurred when they go to sign

1072
J
Newcomer
D
Newcomer
dipeshnepalNewcomer
asked in SDKs
RequestJWTUserTokenAsync Not Returning

 Anybody is having issue retrieving the token Docusign.eSign version 8.0.0 on dot.net 4.8? aToken = docuSignClient.RequestJWTUserTokenAsync(clientId,                                         impersonatedUserId,                                         oAuthBaseUri,                                         privateKeyBytes,                                         tokenExpiry,                                         scopes, token) Return aToken.Result ‘←- this never returns, neither the timeout token kick in. It’s stuck and go no where forever. 

561
D
Newcomer
L
Newcomer
LysintNewcomer
asked in eSignature API
REST API Signature - BasicAuth : Webhook AD HOC (eventNotification)

Hello, I see on Envelope>Create>EventNotification the possibility to add a “AD Hoc Connect Envelope”. The Basic Auth didn’t work.On this Topic : Docusign Connect Now Includes Basic Authentication Support, i see in Q/A :Q: Why can’t an envelope-level Connect configuration created with the eventNotifications object include Basic Authentication settings?A: The current API doesn’t support the additional parameters. A future version of the API will support Basic Authentication for envelope-level Connect configurations This feature is planned ?  Thanks,

321
S
Docusign Employee
Lindsay.Rothfeld
Docusign Employee
Lindsay.RothfeldDocusign Employee
published in General
Register for the Virtual Docusign Discover | Developer Event
Register for the Virtual Docusign Discover | Developer Event

Join us at Docusign Discover 2024 | Developer Event to explore the possibilities of building on Docusign. Why attend? Harness APIs to elevate your products, streamline workflows and unlock insights. With tools spanning the entire contract lifecycle, Docusign Discover equips you to integrate, automate and optimize agreements.What to expect: Unlock New Ways to Build: Introducing Docusign for Developers Hear from members of  the Docusign DevX team on how to empower your development with more efficient, extensible and scalable tools and services.  Transform Agreements End to End Learn how to extend workflows and extract data and insights with our new APIs. Become an Expert: Extension Apps Learn from real-world use cases to leverage custom workflows, templates, authentication, and new APIs to help you power the best Customer Experience. Elevate Your eSignature Experience Learn how to leverage custom workflows, templates, authentication, and new APIs to unlock secure, scalable integration

540
Lindsay.Rothfeld
Docusign Employee
C
Newcomer
cemwalshNewcomer
asked in Web Forms API
Webforms Disconnected Template Fields

I have a template which I have turned into a webform. During creation of the web form I input a question  as a dropdown question stating “Do you rent or own” with the selection of “Rent” or “Own” as the dropdown options and in the “API value” I included the appropriate labels to connect these answers to the template field once the form is submitted. Because it is set up as a dropdown question the actual “API Reference Name” is automatically labelled as “Select_bfaQ9jlc” but as mentioned the “API Value” is “Renter” and “Owner” to correlate with the template. So, when I go to activate the form is says I have disconnected links. When I try to connect them, it wont let me choose the appropriate field to connect them to, so I move forward and activate it, and then go to test out the form, I fill it in and the information from the Rent or Own question does not get filled into the template. This happens for all my questions displayed in the styles of checkboxes, dropdowns, dates, etc.It seems

1602
Inbar.Gazit
Docusign Employee
leah.breen
Community Admin
leah.breenLeah Breen
published in General
Will you be in Chicago this November?

We’re headed to Chicago for the Microsoft Ignite conference this November and decided to throw TWO epic Community events in Chicago. If you’re in the area, you’re invited to both—we can’t wait to see you! Here are the details for the events:Nov 18: Cruise the Chicago River with us Sunset Cruise: Glide through the heart of Chicago in a glass-enclosed vessel as the sun sets Premium Bar & Bites: Indulge in a full bar and chef-prepared light bites to keep you refreshed DJ Entertainment: Enjoy music and landmark announcements as we cruise along the river Exclusive Setting: We’re keeping this to 66 people to foster deeper conversations and meaningful connections Request to attend the Chicago River cruise on Nov 18 ​​​​​​​Nov 19: After-hours hangout at an arcade pizza bar Dinner on Us: Enjoy plenty of light bites, pizzas, and desserts—enough to keep you going without slowing you down. Open Bar: Yep, drinks are on us too, exclusively for our crew. Arcade Games: Test your skills o

660
leah.breen
Community Admin
A
Newcomer
AkhilaNewcomer
asked in eSignature API
How to get signer response back to our angular app after signing the document from focusView or Iframe.

Hello Everyone,From angular app we are calling backend Api to generate URI for the signer to sign the document and that document should be render in same page for that we are using Iframe or focusView. when signer completed the signature in the document i need response back to angular application.Please let me know the possible solutions for this query.Thanks and Regards,Akhila.

1915
P
Newcomer
N
New Voice
Nicholas H.New Voice
asked in eSignature API
How to implement Fixed Signature request with "Focused View"

We are trying to use the “Request a signature using focused view” within our .Net Application (C#) and are having trouble using the Fixed Signature placement in the top right of the document. Note: The PDF’s we are having signed cannot be setup with the anchor because they will be invoices coming from multiple customers.  We have it working using the anchor but when we switch to the fixed XPosition and YPosition, the document gets submitted and we can display it but the signature is not placed on the document. Here is the SignHere tab (comment is the working anchor). I tried width and height to see if it happened to be hidden 1 x 1 pixel, but no luck.   Are we missing something in order to get the fixed signature placement on the document?

683
N
New Voice
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How to Change or Fix Your Docusign Signature

Hi! I just published a new YouTube video on how to solve common signature issues when using Docusign. You will understand how to adjust signature styles and sizes, troubleshoot problems with document resolution, and learn best practices for a seamless signing experience. Whether you're new to Docusign or a seasoned user, this guide will help you avoid frustration. You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

2220
sofian_solusign
Troubleshooter
T
Newcomer
tomnguyenNewcomer
asked in eSignature API
Where to start with eSignature API?

Hello everyone, I am working as a programmer at a technology company and have the opportunity to work on a separate project with a client, Terus. This order is still normal, but there is a requirement from my client, Terus, that I must use eSignature API for some of their automatic functions. I have never approached eSignature API before in a learning environment. I accidentally searched and saw that everyone shared about eSignature API on the forum, so I want to ask everyone where to start learning?I also talked to Terus and they accepted that I did not know how to use it and told me to learn and complete the related functions at the end. Realizing that this is a good opportunity to gain more knowledge and serve my customers, I want to come here to ask to find a suitable path for my studies and work.Thank you everyone for reading my question, I hope everyone will respond and share experiences.-Tom-

714
T
Newcomer
T
New Voice
TomMilesNew Voice
asked in Salesforce/Apex Toolkit
How to update Merge Fields as Read-Only in DocuSign Using Apex

Hello DocuSign Community,I am currently creating an envelope with multiple merge fields positioned using anchor tags. The client edits these merge fields before completing the document, and the values are then written back to Salesforce. In another process, I want to send this document to another recipient using the Apex Toolkit and a trigger, which works well.However, I need the previously used merge fields to be read-only in this new context. I'm encountering challenges in recognizing these merge fields through anchor tags in Apex and setting them as read-only.Here’s a snippet of my code for context:dfsle.Recipient customer = dfsle.Recipient.fromSource( '*****', '********', null, s.roleName, new dfsle.Entity('*****')).withTabs(new List<dfsle.Tab> { new dfsle.TextTab() .withMergeField(myMergeField2) // Associate this tab with the mergeField .withReadOnly(true) // true = read only or locked .withAnchor(new dfsle.Tab.Anchor('\\test_1_text\\',

722
T
New Voice
C
Newcomer
C_ YipNewcomer
asked in General
Can system dynamic display the info based on the value?

We will send the envelop to Factory, the receiver will input from the drop-down list.   Can system display the vendor name based on the factory name selected?If yes, how to maintain the list of factory and the relationship between the factory and vendor? 

210
C
Newcomer
D
Newcomer
dbuserNewcomer
asked in eSignature API
Adding envelope custom field with a value upon envelope creation - how is it supposed to work?

 We have a Docusign integration where our backend service ( written in Laravel )returns an embed URL for the frontend to display embedded using the client side library,that all works fine and documents can be signed and viewed in DS portal. We have a requirement where users of the Docusign portal need to be able to filter Agreements by a clientName which we pass as a "custom envelope field" when we programatically create the envelopefor the document, called clientName.it’s something like: private function buildCustomFields(array $fields) { return new CustomFields( array_map(function ($key, $item) { return new TextCustomField([ 'name' => $key, 'value' => $item['value'] ?? $item ]); }, array_keys($fields), $fields) ); } is there any way to1.) verify that the envelope has been created with a value for this custom fieldbecause when I choose to “include envelope custom fiel

861
A
Active Voice
theschnack
Newcomer
theschnackNewcomer
asked in Embedded Signing
Send all event emails (review, sign, completed) to signers - even for embedded / integrations

We have built an integration with DocuSign, which essentially shares the envelope with the signer via our (Zingly’s) application.This is good, because it keeps the engagement between sales and service reps and their customers in the workspace. Having said that, in addition to the signer (customer) being notified that they can review and complete signing via Zingly, we would like to ensure the signer continues to get their “An envelope has been shared with you to review and sign” email from DocuSign.HOWEVER -- it appears that with DocuSign integrations (such as embedded signing), the integrations SUPPRESS all but the “completed signing” emails. (See link: https://support.docusign.com/s/articles/Why-aren-t-my-signers-receiving-DocuSign-Notification-emails?language=en_US)Can someone confirm whether embedded / integrations CAN or CAN NOT allow DocuSign’s native email / sms notifications to the signers to continue, in addition to the embedded integration? 

562
theschnack
Newcomer
S
Newcomer
Sasi007Newcomer
asked in eSignature API
Power Automate - Add tabs for a recipient on an envelope

Hi All,In my document i have an anchor string “I:” in multiple places and the connector is adding at all places where it finds “I:”, but when I try to enter some values in those text boxes, same value is being taken automatically in every text boxes in the document. Sample ImageI entered - Test2 in the first text box and same value is being auto populated in other two text boxes as well. Can anyone help me on the same? RegardsSasikanth

711
K
Docusign Employee
S
Newcomer
sekkharNewcomer
asked in eSignature API
Error : DocuSign Redirect URI not matching or registered properly

Hi Community ,while integrating with UiPath application , while first time authentication with DocuSIgn getting below error  Redirect URI was provided while creating integration key i.e http://localhost Let me know if anyone help me to fix this ! 

330
S
Newcomer
D
Newcomer
dooveloperNewcomer
asked in eSignature API
Embedding signature does not appear

I’m trying to open a new tab from my application, allowing to an user sign an agreement. I have follow the tutorials, consult the API, test it with the API Explorer, and I’m not getting that the sign appear in the returned URL. I make two requests:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/list/ https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/The first one gives me all information I need to make the second one:{userName: “name”,email: “valid@email”,recipientId: “a number”,returnUrl: "http://example.org",authenticationMethod: "None"} This return a response 200 with a URL.When I open the URL in the browser, I can see the document but I cannot sign it. What am I doing wrong?

783
D
Newcomer
N
Newcomer
NancyWuNewcomer
asked in eSignature API
Is there an API to download a csv file of completed envelope?

In the developer console, I can download a csv file with a  envelope.Is there a rest api that can download the csv?  

311
B
Docusign Employee
Y
Newcomer
YefanNewcomer
asked in eSignature API
Hello, I need help to integrate Docusign in our Net.Core web application

Hello, We’ve been asked to integrate eSignature in one of our internal web applications (named Talent) so our users can sign electronically during annual assessments.I’m in charge for integrating DocuSign in Talent using Authorization Code Grant flow. I have followed the example provided in GitHub and added another AuthenticationScheme in the client as the default one is already used.However, I met a CORS issue when calling DocuSign as a preflight request was sent before the original request and failed as the header “Access-Control-Allow-Origin” was missing.In my first attempt, I tried to enable CORS in the integration application from DocuSign “My Keys and Apps”, not working, then I implemented a CORS middleware following Microsoft documentation, but it didn’t solve my problem. So I need some guidance to implement the authentication to DocuSign correctly.The architecture of our application is 3-tier architecture: one client-server web application (Net.Core 6) and the database server.

661
A
Active Voice
E
Newcomer
Elodie_AngeNewcomer
asked in SDKs
Can't create neither anchor neither fixed positioning for signing

HiI am currently trying to place the SignHere tab.I have tried the anchor but have found out that my document, generated by the FPDF library, is not machine readable. So I have changed my mind and am now trying to place a fixed position to the SignHere tab. But it isn’t working either.It seems like my pdf is treated like a whole and not like pages.Is that possible ? Could this be the reason ?If so, how can I do ?Thank you for your help.

983
E
Newcomer
R
Newcomer
Renato JuvencioNewcomer
asked in Go-live
API Publicada para produção

Recentemente eu criei um APP para realizar algumas integrações e após a finalização do desenvolvimento, realizei o processo de Go Live.Após a aprovação e selecionar a conta para qual deveria ser destinado, nada aconteceu.Meu app na conta de desenvolvimento é apresentando com o Enviroment Production, mas não consigo visualiza-lo na conta de produção.     Primeiro realizei o procedimento em uma conta de desenvolvedor, aguardei 3 dias úteis e não obtive sucesso.Realizei o mesmo procedimento em uma segunda conta de desenvolvedor e também não obtive sucesso.

291
B
Docusign Employee
L
Newcomer
lynaleNewcomer
asked in eSignature API
UI (non scripted) Custom button is hidden

I had a scripted CUstom button, then undeployed this script and disabled it in the Config page.  Now there is only 1 custom button enabled, the UI Custom button.  I am not sure how or what the trigger was added on the UI custom button and now hides it whenever the button is clicked (signing into Docusign).   How do we make the “SS Send Credit App” button not hidden on the Customer form after logging into Docusign?  or which scripts may have been impacted? 

171
S
Docusign Employee

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